Evermay Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Evermay Wealth Management LLC holds 201,820 shares of SPSM stock, worth $8.91 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
201,820
Previous 147,348 36.97%
Holding current value
$8.91 Million
Previous $6.12 Million 50.09%
% of portfolio
1.49%
Previous 0.99%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$41.02 - $46.01 $2.23 Million - $2.51 Million
54,472 Added 36.97%
201,820 $9.18 Million
Q2 2024

Aug 01, 2024
BUY
$39.75 - $43.15 $1.39 Million - $1.51 Million
35,021 Added 31.18%
147,348 $6.12 Million
Q1 2024

May 13, 2024
SELL
$39.85 - $43.04 $361,399 - $390,329
-9,069 Reduced 7.47%
112,327 $4.83 Million
Q4 2023

Feb 09, 2024
BUY
$34.3 - $42.83 $1.69 Million - $2.11 Million
49,357 Added 68.51%
121,396 $5.12 Million
Q3 2023

Nov 13, 2023
BUY
$36.35 - $41.02 $466,879 - $526,860
12,844 Added 21.7%
72,039 $2.66 Million
Q2 2023

Aug 10, 2023
BUY
$35.57 - $38.94 $214,238 - $234,535
6,023 Added 11.33%
59,195 $2.3 Million
Q1 2023

May 15, 2023
BUY
$36.04 - $42.08 $493,423 - $576,117
13,691 Added 34.68%
53,172 $2.01 Million
Q4 2022

Jan 19, 2023
BUY
$34.79 - $39.85 $454,392 - $520,480
13,061 Added 49.44%
39,481 $0
Q3 2022

Nov 14, 2022
BUY
$33.99 - $41.52 $226,475 - $276,647
6,663 Added 33.72%
26,420 $900,000
Q2 2022

Aug 15, 2022
BUY
$34.83 - $42.53 $543,208 - $663,297
15,596 Added 374.81%
19,757 $711,000
Q1 2022

May 16, 2022
BUY
$39.91 - $45.5 $166,065 - $189,325
4,161 New
4,161 $175,000

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
197M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email